CPCU 556 Chapters 5 & 6 Homework

Post - Secondary Education Funding
Definition

Equation

Present Value
Future Value
FAFS...
CPCU 556 Chapters 5 & 6 Homework

Retirement Planning
Retirement Loss Exposures (4)
Roth IRA
401 (K)
403 (b)
457 deferred
...
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Cpcu 556 chapters 5&6

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Cpcu 556 chapters 5&6

  1. 1. CPCU 556 Chapters 5 & 6 Homework Post - Secondary Education Funding Definition Equation Present Value Future Value FAFSA Expected Family Contribution EFC Strategies to reduce expected family contribution Federal work-study programs Coverdell Educational Savings Account ESA 529 Savings Bonds EE vs. I How do Home Equity, 401K, &Variable Universal Life offset educational planning? UTMA vs. UGMA Donna M. Kesot, CPCU, MS/P ©2-23-14 Page 1
  2. 2. CPCU 556 Chapters 5 & 6 Homework Retirement Planning Retirement Loss Exposures (4) Roth IRA 401 (K) 403 (b) 457 deferred Qualified Plan Tax Free Funding Vehicles (2) Money Market vs. Certificate of Deposit Income Replacement Ratio Method Expense Method Accumulation Period vs Distribution Period 4 types of expenses that typically decrease during the retirement years Tax Deductible Tax Deferred Donna M. Kesot, CPCU, MS/P ©2-23-14 Page 2

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